Our Firm

CORPORATE FACT SHEET

 
 
President:   R. Bruce Ogier, CFP®, CLU, AIF®
Number of Financial Advisors:   6
Additional Office Staff:  4
Year Established:  1968
Current Ownership:   1992   

 

 

  About Capital Analysts of Jacksonville, Florida, Inc.

Capital Analysts of Jacksonville, Florida, Inc. is a trusted and respected financial planning firm dedicated to leading clients into a secure financial future with a purpose and a plan. The firm’s professional team takes a holistic approach to helping clients make informed financial decisions that are right for them, their families and their life goals.
           
 
Capital Analysts serves a variety of affluent clients, most of whom are wealthy individuals, closely-held business owners, professionals or families of exceptional wealth. The firm works closely with each client to ask the right questions, discover their needs and desires, and create a comprehensive plan that accommodates short and long-term financial goals. The ultimate goal of Capital Analysts is to help clients achieve a secure financial future.